THE FINNOVATOR

One of the most common reasons clients give for wanting to engage with coaching is to be "kept accountable".

 

Whenever I hear this, I usually push back. Accountability is in many ways a double-edged sword.

 

It absolutely can be the fuel for significant success, but if it's only being done to you it usually ends up feeling much like your mum reminding you to clean your room.

Not ideal...

 

The best kind of accountability comes from a mixture of external and internal, and in this training, I'm going to unpack the key insights into what accountability is, how to best leverage it to achieve the best outcomes, and how to ensure that you personally and your team can apply that accountability their own situation without the reliance on external factors

 

If you'd like to build a habit or a culture of getting things done and doing what you say you are going to do, understanding how accountability can help you achieve that will give you a definitive advantage.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

Join our Free Best Practice Portal here > https://audere.com.au/practice-success/

 

To know more about what I do, visit our website: https://audere.com.au

 

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvicefirms

For some time now there has been a discussion as to whether it might be possible to move to a different way of working than the standard 5-day, 40-hour week.

 

In this module, we're going to unpack a case study of a practice that moved across to a 5 hr advice day.

 

In 2017, collins SBA in Tasmania made the decision to move across to a working system where employees were invited to work 5 hours a day.

 

Be warned though; since this module was created Collins SBA moved back, so in many ways what you will watch here is as much about understanding the challenges that come with trying to adopt new working styles and how it may place different demands on your team.

 

With so many changes to the way we've worked recently and ongoing discussions about how work may need to change in the coming years, this case study may be an important dive into the true learnings from a financial services firm in Australia who made the leap, what they had to change, and what they learnt about the way people work best.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

Join our Free Best Practice Portal here > https://audere.com.au/practice-success/

 

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #productivity

As many are finding out when clients need to be reassured it's you they will turn to. However, when you're finding yourself having similar conversations with those who do engage, it opens the door to the opportunity to assist those who perhaps aren't.

In this special training, we're going to be revisiting our Client Engagement Blueprint marketing and communications system for existing clients in the light of current events, to explore:

Finding the right medium and style of communication that will allow you to do this more easily than you are now,

Deciding the right frequency, and how to find topics that will deliver value, often simply by drawing upon your day to day

The frameworks and models to make it easier, and the tools to deliver

How to just do it and get started

The opportunity of nailing your comms right now it having clients look back at how you kept them informed when it was needed, sharing your insight with friends, doing the same with strategic partners and seeing your reputation grow,

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://audere.com.au/practice-success/

 

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #businesscoachingforadviceprofessionals

Let's get deep into the topic of building a strong audience in the online space.

 

Whether your platform is Facebook, Instagram or LinkedIn or any other platform that enables you to connect with others en masse, the game that you are likely to want to play is called Authority Marketing.

 

This is a well-worn playbook, and in this training, I'm going to lay out the rules of the game if your goal is to put yourself front and centre of an audience who may be seeking out your advice and build a following over the long term.

 

In doing so we're going to unpack some real-life case studies of where authority marketing has been used outside and inside our industry, to show how this works in practical terms.

 

This isn't a module for everyone.

 

However, if you want to go to the next level with your digital marketing and build a personal and business brand known far and wide, this is a great introduction to the marketing you will need to master to make it happen.

 

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

Join our Free Best Practice Portal here > https://audere.com.au/practice-success/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #practicemarketing

Back in 2018, I read a book that changed my view of how to approach business planning forever.

 

That book was called The One Thing by Gary Keller.

 

Before TOT, I'd approached planning like many people did, identifying the two or three projects I would try and get done over the next 3 months.

 

After TOT, I realised that this was not the best way to achieve results and instead a more focused approach was born.

 

If like me you've tried many many ways of becoming more productive and still find yourself looking for something that is both effective and simple , this session will give you insight into how choosing to focus on fewer things can be the answer to getting more done.

 

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube:  https://www.youtube.com/playlist?list=PLSp3JMJqlQj8_71bYXFx80LK8hIkGq9lx

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #endingtheyear

This training was created at a time when cash flow coaching was becoming an increasingly attractive proposition for certain types of advice businesses working with certain types of clients.

 

Despite what was at the time a belief need for this service, in truth coaching and advice are sufficiently different enough to justify a deeper look into what it takes to deliver a profitable and sustainable proposition in this coaching space.

 

One of the most important elements we explored was also pricing.

 

Of all the misjudgments businesses can make when it comes to financial coaching, what to charge is a big one. That's why in this session we cost it out exactly what it would take to deliver this proposition to the end-client.

 

If you considered offering financial coaching to clients, you'd like to or you've had a crack at it but couldn't quite work out where it didn't work for you, this training may give you a really good insight into what it takes in order to be able to offer this service and, importantly, who it is best done for and who most definitely shouldn't be your coaching client.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #endingtheyear

Each year at the end of every year, I run a series of three training sessions with program members to help them finish the year on a high.

 

The truth is the training is more about starting the new year fast and enjoying some well-earned time off!

 

One of the key habits is a focus on end-of-year engagement.

 

In this training, I'll unpack the marketing you can do as the year comes to an end to existing clients, partners and importantly "lapsed" prospects who may have engaged with you but not moved forward.

 

In doing so, I'll show you how end-of-year engagement can be one of the best opportunities to set up the perfect start to the coming new year.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #endingtheyear

Sometimes it's hard to know what to focus on first, which is where this training may come in useful.

 

The Eisenhower Matrix was created by President Eisenhower (yes, the very same) as a means of prioritising.

 

It's a habit that I've found very useful to apply whenever I have a long list of tasks that need to get done, or when I need to delegate but I'm not clear about what to hand over first.

 

If you can see value in a habit to help you get clear on where to spend your time, the Eisenhower Matrix could be the missing piece in your productivity puzzle.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #productivity

Sam Carroll has passed many milestones on his path to growing Talem Wealth.

He’s transitioned from an old way of doing things to the new, invested time and effort into systemising to create a highly profitable operation, and is one of a new breed of practices partnering to form a new type of Licensee - in this case, Walker Lane - based more on common purpose rather than brand.

That's not to say there haven't been a fair few challenges. Like most advice firms over the past five years, they've been battered by legislative change, lockdowns, resourcing and more, so there's plenty to talk about.

In this session we'll explore:

How they have focused on creating systems that allow them to deliver valuable advice and be profitable enough to reinvest in growth,

The transitions they've made and how they approached them,

How the Walker Lane alliance came into being and why they believe this model has worked for them,

Where they see the industry headed for firms who want to stay deliberately boutique and how they're facing the future.

This Masterclass will be a boon for anyone on their own growth journey to building a small but highly profitable practice.

 

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

Are small financial advice practices becoming obsolete?

 

In this episode of The Finnovator, business coach Stewart Bell explores the trend of small practices being acquired by larger firms.

 

While challenges exist, Stewart believes that the era of the small practice is not at an end. With a focus on specialization, niche offerings, and profitability, small practices can still thrive in the industry.

 

Discover why size doesn't determine success in this thought-provoking episode of The Finnovator.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #pricing